See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,947 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.02% | 111.85%-95.8pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $2,952 | $3,114-5.2% | $4,735-37.6% | $2,440+21.0% |
| Participant deferral / active EE | $5,114 | $5,418-5.6% | $6,709-23.8% | $3,607+41.8% |
| Admin fee / account holder | $7,365 | $5,958+23.6% | $10,261-28.2% | $5,124+43.7% |